U.S. Private Bank - Private Banker - Vice President or Executive Director
JPMorgan Chase
Private BankerWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.Job ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experienceGenerate business results and acquire new assets, both from existing client base and new client acquisitionAdvise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needsPartner with internal specialists to provide interdisciplinary expertise to clients when neededConnect your clients across all lines of business of J.P. Morgan Chase & Co.Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approachStrictly adhere to all risk and control policies, regulatory guidelines and security measuresRequired Qualifications, Capabilities, and SkillsSix plus years of work experience in Private Banking or Financial ServicesBachelor's Degree requiredSeries 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start dateProven sales success and strong business acumenStrong community presence with an established networkExperience or demonstrated understanding of investments, wealth planning, credit and banking conceptsFocuses on the client experience and works tirelessly on the client's behalfPreferred Qualifications, Capabilities, and SkillsMBA, JD, CFA, or CFP preferredProactive, takes initiative, and uses critical thinking to solve problemsDynamic and credible professional who communicates with clarity and has exceptional presentation skillsDemonstrates strong organizational skills and applies a disciplined and organized approach throughout their businessExperience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real EstateThis position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
- ...provide a first‑class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to... ...to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families...SuggestedTemporary workWork experience placementLocal area
- Private BankersWe are actively looking for exceptionally talented individuals who are... ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...career to the next level. As a Program Banker Analyst in the U.S. Private Bank, you...SuggestedWork experience placement
- Join now to apply for the U.S. Private Bank - Private Banker - Managing Director role at JPMorganChase . We are actively looking for exceptionally talented... ...Private Banker jobs in Dallas, TX. Seniority level Executive Employment type Full‑time Job function Finance...SuggestedFull timeTemporary workLocal area
- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial... ...career to the next level. As a Private Banker Associate in the U.S. Private Bank, you... ...information, communicating with clients and executing on client needs Support the Senior...Suggested
- ...provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to... ...for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan...SuggestedLocal area
- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ...you are responsible for helping the Banker win new clients and deepen and... ...equity and alternative investmentsAble to execute trades smoothly and seamlessly and tasked...
- ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...you are responsible for helping the Banker win new clients and deepen and... ...equity and alternative investmentsAble to execute trades smoothly and seamlessly and tasked...
- ...alternative asset managers for the Global Private Bank, and advising clients on allocations... ...Hong Kong, Singapore, and Mumbai. As Vice President - Alternative Investment Specialist,... ...closely with Investment Advisors and Bankers in the U.S., as well as with clients, on new...
- A leading financial institution is seeking a talented individual for a Private Banking role in Dallas, Texas. The successful candidate will manage client relationships, provide strategic advice on wealth and investment management, and uphold the highest standards of compliance...
- ...provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to... ...for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan...Local area
- ...We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product... ..., units, etc. Establish a reputation of execution and excellence. Gain confidence of FAs to fully...Full timeWork at office
- ...(SES) provides holistic advice and execution for clients with large, concentrated... ...Wealth Management teams and clients on U.S. regulatory considerations and... ...solutions)Prior experience partnering with private wealth advisors, private banking, or corporate issuer stakeholders...
- ...retirement products and services, brokerage and banking services including trusts and estates,... ...asset managers for the Global Private Bank, and advising clients on allocations... ...closely with Investment Advisors and Bankers in the U.S., as well as with clients, on new product...
- ...Vice President Transaction Development Consumer &... .... Morgan's Global Banking team as a Vice President... ...our focus on private capital markets. This... ...scenarios for U.S.-based small and... ...coverage and industry bankers to generate... ...align coverage and execution resourcesMarket opportunities...Home office
- Department Description: The Private Foundations Services Team (PFS) of the J.P. Morgan Private Bank serves as a clearinghouse for the... ...clients, offering guidance and execution support for Private Foundations... ...multiple internal partners in local U.S. markets around grant making...Local area
- ...and external stakeholder requirements. The Senior Vice President (SVP) -or- Executive Director (ED) of Fund Financial Operations (FFO) is accountable... ...or fund operations, preferably within real estate or private equity. ~ Strong knowledge of real estate fund structures...Casual work
$110k - $190k
...excellence of its advice and execution in financial markets. With... ...-and a market leader in the U.S., Europe and Asia as well... ...everything they do.Morgan Stanley Private Bank, National Association (“... ...division of MSPBNA, is seeking a Vice President Quality Assurance Team...Temporary workWorldwide- ...solutions, with strategies spanning public and private asset classes, industries, and... ...companies, sovereign wealth funds, central banks, financial institutions, pension plans, endowments... ...businesses. You will work alongside Deal Execution teams, Sales, Product Managers,...
- ...Management (GSAM) and Goldman Sachs’ Merchant Bank which brings together Goldman Sachs’... ...areas of responsibility will beEffectively execute and manage the daily processes and... ...principles, NAV / Fund AccountingExperience with Private Credit and Alternatives product suitesIn-...
$105k - $140k
...Private Banker II The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management... ...growth and wealth management opportunities. • Support the Bank's strong Private Banking culture through on-going client...Temporary workWork at officeLocal areaImmediate startFlexible hours- ...Senior Private Banker Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Serves as a banking specialist for high net worth...Work at office
- ...financial services firm providing investment banking, securities and investment management... ...new product launched and every trade executed, it is Operations that develop and... ...Operations.YOUR IMPACT We are seeking a Vice President to join our Operations Enablement team...Work at officeWorldwide
- ...Req ID: 78623 Location: Dallas -DAL Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available... ...preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge is too big and no...
- Job Description The Private Foundations Services Team (PFS) of the J.P. Morgan Private Bank serves as a clearinghouse for the philanthropic... ...clients, offering guidance and execution support for Private Foundations... ...internal partners in local U.S. markets around grant making...Local area
- ...role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of... ...realtors, builders, financial professionals, bank stores, past customers, and other non-... ...and company. They are accountable for execution of all applicable risk programs (...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth... ...study and 8-10 years of directly related experience in credit/banking and/or 14-16 years of equivalent combination of education...Local area
$153k - $210k
...Vice President Boston; Chicago; Dallas; New York Company Overview We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE—where... ...backgrounds in private equity, investment banking, FP&A, Big 4, and financial...Work at officeLocal areaRemote work2 days per week- ...position requires good knowledge of the Private Wealth Management industry complemented... ...financial planning, investment management, banking and comprehensive advice to a wide range... ...of COE Management Team involved in executing and developing strategy to achieve department...
- Busey seeks an experienced Private Banker II in Dallas to manage an existing portfolio of personal and business deposits, wealth management... ...requires a Bachelor’s in Accounting or Finance, 3-5 years banking experience, and knowledge of Microsoft Office; NMLS registration...Work at office
- ...Regional Vice President, Retirement, Bank/Wire Channel About the Company Top-tier provider of retirement... ...Industry Insurance Type Privately Held, Private Equity-backed... ..., and a Sales Support Specialist to execute a targeted territory sales plan. The...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to U.S. Private Bank - Private Banker - Vice President or Executive Director. Be the first to apply!
- personal banker Dallas, TX
- private mortgage banker Dallas, TX
- private banker Dallas, TX
- vice president staffing Dallas, TX
- vice president of digital marketing Dallas, TX
- vice president logistics Dallas, TX
- vice president security Dallas, TX
- vp lending Dallas, TX
- vp infrastructure Dallas, TX
- vp support Dallas, TX




